+403.0%
AXP vs RMD
+346.1%
+56.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | +2.7% | +1.9% | +0.7% | +1.8% |
| 3M | -7.3% | +6.3% | -13.6% | -9.4% |
| 6M | +1.8% | +18.2% | -16.5% | -4.4% |
| YTD | -13.1% | +0.3% | -13.3% | -14.1% |
| 1Y | -13.7% | -4.3% | -9.5% | -13.5% |
| 3Y | +113.1% | +71.3% | +41.8% | +69.7% |
| 5Y | +85.9% | -1.8% | +87.7% | +76.2% |
| All | +403.0% | +346.1% | +56.8% | +213.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded RMD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling